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Overview
Financial Highlight
HeadlinesBusiness Background Gamuda Bhd is one of Malaysia's largest firms in infrastructure and property development. It helps construct highways, plants, ports, and other industrial developments to aid connectivity throughout select regions, and develops residential and commercial communities catering to various lifestyle needs. The company has three core business divisions: engineering and construction, property development, and infrastructure concessions (approximately half of total revenue). Concessions granted from government authorities pertain to operating highways and water management. Gamuda operates highway tolls and works to minimize traffic congestion. As a water provider, it utilizes a multistep process to supply fresh clean water.
  okasanboleh the news on taiwan contract was released on 2 Jan 2020. since then the share price shot up. old news... 15/01/2020 5:20 PM LoseKing_gg Constantly income.. I think is good for long term.. Bad for short term 16/01/2020 12:20 PM  Ron90 i am targeting price to reach 4.50 ..which is within reach..and WA sure become 50 cents!!.. huhu 16/01/2020 7:55 PM okasanboleh MRT-2 job ( hello, not MRT-3 ), the same secured project, just converting the PDP contract to Turnkey Contract... if fact, is bad. why rushing to buy? 17/01/2020 12:32 PM investortrader88 https://www.theedgemarkets.com/article/mmcgamuda-formalises-role-mrt2-turnkey-contractor 17/01/2020 12:41 PM WanUtama2015 pdp contract is untung. turnkey is not for this case especially cut the project cost last year. so, this news is bad. 17/01/2020 12:58 PM huntertee Turnkey is also profitable with good project management. Could be even more profitable than PDP, albeit higher risk 17/01/2020 1:23 PM WanUtama2015 true, generally turnkey contract has higher profit margin with higher risk. However, this is not for MRT-2 case. In 2018 after change of government, the government stopped the elevated PDP contract & re-negotiated with a turnkey contract that has little meat. that was the reason why the share price dropped like nobody else business. today, they just formalize the change of contract from PDP to turnkey for elevated section. nothing to cheer. FYI, in 2018 too, the government stopped the turnkey contract for the under ground tunnel section & re-negotiated with a lower contract value. Since the revision of the elevated & underground tunnel contracts, the company suffered much lesser profit, hence given very low staff bonuses. 17/01/2020 1:36 PM einvest88 https://www.thestar.com.my/news/nation/2018/10/08/shifting-away-from-pdp-towards-turnkey-contractor obviously chg of contract from pdp to turnkey allow Gamuda to have more construction works so more margin 17/01/2020 2:15 PM pjflower change of contract from pdp to turnkey was a major hit to gamuda in 2018 & 2019 as the negotiated contract value was few billion lesser than expected / supposed to be. the 6% pdp was better than the profit from the negotiated turnkey contract.... 17/01/2020 2:30 PM dlau8899 Penang big project going to announced, gamuda should be able to get this contract. Gamuda break 4.10 , will going up again... 17/01/2020 8:57 PM Kendo Ken Hz Easily break will 5.50 with mrt3 etc..coming as gamuda has been very cooperative.. 18/01/2020 4:52 PM  coolio mega project will be hot this year..watch out for construction stocks especially gamuda 18/01/2020 8:01 PM richmao https://www.theedgemarkets.com/article/gamuda-sign-ptmp-pdp-agreement-next-few-weeks waiting to this news annouce soon. bigger then MRT 20/01/2020 10:04 AM Ron90 suppose the proceed from selling PLUS to buy Gamuda..and all the highways become free tol. but Tun infact retain PLUS and extend toll concessionaires....dont thing govt have money to buy all Gamuda highways as well 20/01/2020 10:18 AM sell Kimanis, Tanjung Piai,etc loss(cheat on toll free) PH cannot learn? Call GE15 asap if you dare. 20/01/2020 10:43 AM Ron90 mother and son mowing in the opposite directions... while son fly high, mother seems very reluctant to move forward..even though everybody knows what is going to be announced very soon. Penang project. ..another 6 cents dividend would hold back mother by 6 cents from the ex-price. Annually 12 cents divided from this counter. 20/01/2020 11:57 PM Peter5151 If the government decided to take over toll from gamuda, there will be special dividend for gamuda, Let said it's $0.60 cents special dividend. I guess the gamuda price will move up. What do you think the impact on gamuda-we share price will be? 21/01/2020 1:53 PM lcwin Peter if not mistaken the Warrant price will be readjust lower as this is a one off dividend arising from capital gain on disposal of assets. Gamuda shares will probably adjust downwards but the warrant remains as it is post dividend 22/01/2020 2:29 PM Peter5151 Icwin, probably you are right. if exercise price of warrant adjust downwards similar with the dividend. I think it's still positive for the g-we 24/01/2020 9:23 AM Ron90 ex-price for Warrant holder still maintain at 4.05..huhu.. do your projection carefully 24/01/2020 9:23 AM  |
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